Assistant Portfolio Manager | Pretoria at PSG Konsult Ltd

Job description:

• The assistant portfolio manager will personally liaise with investors on an on-going basis. The goal is to determine every client’s personal needs and goals and to design a unique tax- and cost-effective investment plan. Investment plans will mostly include a direct share portfolio .
• The role requires one to be able to analyse, amongst others, shares, fixed interest instruments as well as unit trusts, under the guidance of the portfolio manager.

Key Responsibilities:

• Trading
• Customer Relationship Management
• Business development
• People Management
• Risk Management
• Analyse market reports
• Discuss market circumstances with clients and bearing on their investment decisions
• Analyse risk reports
• Communication with clients (verbal and written)
• Planning and strategizing
• Client and broker meetings
• Writing monthly business reports
• Execute client orders
• Booking trades on internal risk system
• Client Cash management

Minimum Requirements:

• Grade 12/Matric
• Tertiary Qualification/ Degree
• CFP qualification with the keen interest in the financial markets will be advantageous
• 2-3 years preferably in stockbroking and share management
• Fully computer literate (Microsoft Office 365: Word, Excel and Outlook)
• Proficient in both spoken and written English and at least one other of the official South African languages

Skills & Competencies:

• Numerical skills
• Interpersonal skills
• Communication skills (Verbal & Written)
• Attention to detail
• Problem solving
• Industry Specific knowledge
• Analytical skills
• Lateral thinking
• Leadership skills
• Willingness to work hard
• Positive Attitude
• Integrity
• Good People skills
• Work individually and in a team

Closing date:  08-Jun-2026